Campaign Classes: Implementation Activity

The following implementation activity will show you how to create a campaign class.

Attention: You will perform this activity by using the U100 dataset. In U100, you can also view examples of CRM classes that have been already created and contain all additional settings. If you have configured a company with basic settings and you want to practice creating a CRM class in this company, use the admin user to complete the activity.

Story

Suppose that you are an implementation consultant for the SweetLife Fruits & Jams company. You need to create a new campaign class, BILLBOARD. This class will be used for SweetLife's marketing campaigns that are devoted to billboard advertising of company products and services.

Process Overview

In this activity, you will create a campaign class on the Campaign Classes (CR202500) form.

System Preparation

Before you start creating a campaign class, you should do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded.
  2. Sign in to the system as implementation consultant Kimberly Gibbs by using the following credentials:
    • Username: gibbs
    • Password: 123
  3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step: Creating a Campaign Class

To create the BILLBOARD campaign class, do the following:

  1. On the Campaign Classes (CR202500) form, add a new record.
  2. In the Summary area, do the following:
    1. In the Campaign Class box, enter the new class identifier: BILLBOARD.
    2. In the Description box, type the following brief description of the class: Billboard advertising.
  3. On the form toolbar, click Save.

You have created a new campaign class.